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Sumac CRM

The #1 CRM for small nonprofits.

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Overview

Sumac CRM is a fundraising and donor management software solution designed primarily for small to mid-sized nonprofits. Its key feature is a customizable, modular approach. Organizations start with a core CRM package and can add on specific modules for things like case management, grant management, memberships, and more as they need them. This allows for a tailored solution that can grow with the organization.

✨ Key Features

  • Centralized Contact Management
  • Donation and Pledge Tracking
  • Email Marketing
  • Reporting and Analytics
  • Optional Add-on Modules (e.g., Case Management, Grant Management)
  • Self-hosting option available

🎯 Key Differentiators

  • Modular design allows for high customization.
  • Offers specialized modules like case management not found in many CRMs.
  • Option for self-hosting provides data control.

Unique Value: Provides a highly customizable, modular CRM that can be tailored to the specific needs of a nonprofit, including specialized functions like case management, at an affordable price.

🎯 Use Cases (4)

Consolidated donor and contact management. Tracking donations and issuing receipts. Managing specific nonprofit functions through add-on modules. Organizations requiring a self-hosted CRM option.

✅ Best For

  • Providing a customized CRM for social service agencies that need case management.
  • Affordable and scalable solution for small but growing nonprofits.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Organizations looking for a modern, web-native user interface.
  • Nonprofits that need extensive, pre-built integrations with many modern apps.

🏆 Alternatives

Little Green Light DonorPerfect CharityTracker

More customizable with its add-on modules than competitors like Little Green Light. Offers a self-hosting option which is rare in the market. The user interface is less modern than newer SaaS platforms.

💻 Platforms

Web Desktop (Windows, Mac)

✅ Offline Mode Available

🔌 Integrations

QuickBooks Mailchimp Stripe PayPal

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (Available tier)

🔒 Compliance & Security

✓ HIPAA ✓ BAA Available ✓ GDPR

💰 Pricing

$55.00/mo

✓ 30-day free trial

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